You should know your personal retirement risk.
Guaranteed Source of Income
“You completely changed the expectations I had for my 401k plan…it changed from a lump sum I was sure to go through…into a guaranteed source of income for the rest of my life…thank you.”
My First Real Educational Experience
“You took the time to thoroughly explain what you were offering and what the other financial professional I was working with was offering…it was the first real educational experience I’ve ever had with a professional in which I felt
his main goal was to educate, rather than sell.”
Protecting My Retirement
“Thank you for all the time you spent with me…protecting my retirement money against loss and allowing me to grow it so I’ll never have to worry about income for the rest of my life.”